XPX Philadelphia Bucks & Montgomery County - Wealth Wisdom: Maximizing Your Exit Impact

Covers tax-efficient transaction structuring and wealth preservation strategies for optimal exit outcomes.

Click here to read the case study in preparation for the event.

Bryan T. McGrath, CWS
Senior Vice President-Client Strategist
BNY Wealth

Bryan focuses on Mergers and Acquisitions with CEO's, Owners, and Entrepreneurs utilizing a team developed strategy using all disciplines of advice for taxation, estate and family planning, with customized investments to maximize efficiency for the individual and/or their families and to sustain and preserve generational wealth.  Specialties: administration, banking, capital markets, cash management, customer relations, financial, fixed income, insurance, investment banking, private equity, leadership, management.

Marty Babitz
Senior Vice President- Senior Wealth Strategist
BNY Wealth

Martyn S. Babitz is vice president and a family wealth strategist for BNY Mellon Wealth Management. He advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation-skipping tax mitigation strategies. Previously, he was a senior vice president and national director of estate planning for Hawthorn, PNC Family Wealth.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Registration includes bagels & coffee.

MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your guest.

Thank you to our Venue Host: 

Antheil Maslow & MacMinn